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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Provenance Wealth Advisors
Florida
$492K -$329K -13,860 -40%
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$473K +$208K +8,743 +79%
PFA
303
Portland Financial Advisors
New York
$471K +$28.8K +1,213 +7%
EPW
304
Endeavor Private Wealth
Kansas
$458K -$335K -14,090 -42%
CFAM
305
Center For Asset Management
Florida
$455K +$195K +8,200 +76%
AG
306
AmeriFlex Group
Nevada
$451K +$402K +16,934 +892%
CWM
307
Collaborative Wealth Management
Florida
$447K +$13.9K +586 +3%
GWM
308
Geneos Wealth Management
Colorado
$444K -$4.45M -187,251 -91%
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$420K +$122K +5,158 +42%
PFA
310
Peak Financial Advisors
Colorado
$418K -$73K -3,073 -15%
IRAG
311
Investment Research & Advisory Group
Georgia
$414K +$14K +590 +4%
CPRC
312
Consolidated Portfolio Review Corp
New York
$406K -$57.6K -2,425 -12%
AFP
313
Ausdal Financial Partners
Iowa
$403K +$186K +7,821 +87%
ISFAN
314
Investor's Fiduciary Advisor Network
Washington
$399K +$17K +715 +4%
MPW
315
MGO Private Wealth
California
$399K
IW
316
Instrumental Wealth
Florida
$393K +$7.84K +330 +2%
Corient Private Wealth
317
Corient Private Wealth
Florida
$384K +$381K +16,038 New
BFWM
318
Bright Futures Wealth Management
New York
$383K +$380K +16,007 New
UCFA
319
United Capital Financial Advisors
Texas
$382K +$3.13K +132 +0.8%
WWM
320
Western Wealth Management
Colorado
$380K +$4.68K +197 +1%
SWTS
321
Stonehaven Wealth & Tax Solutions
Wisconsin
$372K +$6.17K +260 +2%
ASN
322
Advisory Services Network
Georgia
$368K +$44K +1,854 +14%
CW
323
CreativeOne Wealth
Kansas
$367K +$112K +4,707 +44%
MAS
324
Madden Advisory Services
Florida
$362K -$4.96K -209 -1%
NAMNJ
325
NorthStar Asset Management (New Jersey)
New Jersey
$362K +$45.1K +1,900 +14%